About the Three Rivers Team
Welcome to the Three Rivers team. We take the time to understand our clients, beyond just the numbers. To us, this is time well-spent, because we believe it pays off in the long run. All of our financial planning is done in-house, along with the Roundtable™ team of specialists, so we become intimately familiar with how your financial goals and assets work together. We want our clients to walk out of our office feeling empowered and informed because they understand the plan we set out to accomplish. Schedule an introductory meeting and learn how our comprehensive planning can work for you.
Advisory Team
Client Service Team
Resources from our team
Team locations
Current Clients
Contact this team via email or phone at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation
Barron’s: Awarded on 9/12/2025 (Mega RIA). Ranked on assets, revenue, and quality of practice as of 6/30/25. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24. USA Today: Awarded 4/23/25 for the five-year period ending January 2025.